Wealth management for today's wealth. Speak With Us Directly. Your team will be drawn from the most respectd talent in their fields: institutional-quality investment strategists, economists and researchers.

OUR CAPABILITIES

U.S. Trust portfolio managers work closely with you to develop and refine your strategy, drawing on specialized insight, extensive experience and deep intellectual capital. You gain access to an investment platform comprising top manager talent in both traditional and alternative investments. And you benefit from disciplined execution embodied in a rigorous portfolio construction and monitoring process. The result is a dynamic investment portfolio customized to your unique objectives and integrated with your overall wealth plan.

U.S. Trust advisors tailor highly customized strategies for your wealth to meet your financial objectives and your personal, family and philanthropic goals. The intergenerational wealth planning solutions we offer help our clients establish a legacy that is both meaningful and enduring. As essential as sound portfolio management, effective wealth structuring may significantly increase the ability to create and realize opportunities for the things that are most important to you.

When you consider the strategic role that credit can play in wealth management, it becomes increasingly important to have access to expertise as well as capital. U.S. Trust can help you structure financing solutions from the simplest to the most complex, as well as provide the capital strength to support substantial borrowing needs. We also understand the need for convenience and access in your everyday financial transactions, and so we offer a comprehensive suite of credit and banking services.

To manage substantial wealth, you require access to resources that are typically available only to institutions and corporations. As one of the most established, and innovative family wealth advisory firms, U.S. Trust is uniquely able to draw on a powerful array of global resources to meet the complex needs of your family today and for generations to come.

At U.S. Trust, we are committed to making your philanthropic endeavors more fulfilling and effective. Drawing on our deep resources and expertise in philanthropy, we can help you design and implement a philanthropic strategy that allows you to focus on what is important to you. You and your family can play a highly active and engaged role in your program, or you may choose to rely more heavily on our philanthropic professionals and their expertise to help you make the most of your giving.

OUR LATEST THINKING

Wealth Management for the New World

With the economy and financial markets in the midst of major changes, now is a critical time for investors to revisit investment approaches and wealth management plans. Put simply, a new world demands new ways of managing wealth, and U.S. Trust’s approach combines the innovative with the time-tested to build more resilient, effective portfolios.

New Trends in Estate Planning

The world of estate planning is changing – and for the better. Wealth Structuring experts are embracing new methods and considering new asset classes. For the individual, this means a more sophisticated and customized solution with a greater possibility of success.

Today's donors are giving differently

Today's philanthropists are giving differently than they have in the past. And they have a large number of charitable giving vehicles to choose. Two of the more popular approaches are the private foundation and the donor advised fund.